Payroll | Payroll Setup & Implementation

Payroll Setup & Implementation
Understanding Reverse Wires for Payroll
Some payroll clients are set up as wire clients, meaning payroll funding uses wire transfers instead of standard ACH debits. Within that group, there are two types: regular wires and reverse wires. Wire funding setup is handled by Employer Success ...
Payroll History Requirements During Implementation
During payroll implementation, Employer Success needs your payroll history from the current calendar year for a smooth transition. That history keeps year-to-date totals, tax withholdings, and reporting accurate so nothing is lost or duplicated when ...

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Understanding the Complete Benefits Lifecycle
Effective benefits administration requires navigating a comprehensive lifecycle. This includes creating materials for potential hires, ensuring compliant onboarding documentation, supporting active employee enrollment, managing ongoing compliance ...
Login Instructions - Administrator Help
An employee's initial username and password depend on how they were added to BerniePortal. Use the matching section below when you share login instructions with employees. Employers and Feature Admins can look up the Employer Code and redownload a ...
Onboarding Document Categories
Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...
Hiring Managers, Hiring Influencers, and Their Capabilities
Each job in BerniePortal Recruiting has a Hiring Team. That team includes one Hiring Manager and optional Hiring Influencer(s). These are per-job assignments for employees—not company-wide roles. The same person can be Hiring Manager on one job and ...
Splitting Your Bill by Billing Subgroup
Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...

Payroll | Payroll Setup & Implementation | Knowledge Base